Advising Clients of Social Security Benefits Webcast | 4181453C


Date :
December 6, 2018 8:30 AM - 4:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00, MCLE 6.50, CFP 8.00, MCLE LS-EP 6.50
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Prepare for client questions regarding Social Security, including advanced planning strategies. Develop a plan to maximize Social Security benefits. Increase value to clients and gain confidence to be proactive in helping clients make these very important decisions.

Materials are provided as an ebook for this course.


  • Recognize opportunities to increase Social Security benefits 
  • Use information in the annual statement
  • Calculate taxable benefits and delayed retirement credits
  • Advise clients regarding the earnings test
  • Advise retiring clients concerning benefits
  • Calculate and explain the effect of work for earnings not covered by Social Security (WEP & GPO)
  • Anticipate and create opportunities to maximize benefits
  • Advise clients when to file for Medicare
  • Represent clients in Social Security matters

Major Subjects:

  • Developing issues regarding Social Security
  • Retirement versus disability
  • Annual statement
  • Benefits calculation
  • Taking benefits early versus later
  • Taxation of benefits
  • Strategies for single individuals, survivors, and couples
  • Spousal and survivors benefits
  • Medicare benefits
  • Windfall Elimination Provision and Government Pension Offset

Advanced Prep:


Misc. Information:

This course will adjourn at 4 p.m.

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Level of Difficulty:


Designed For:

CPAs and financial professionals.


Jim Blair
No Agenda or Materials posted.